Linking CRM & Projects - without emailing customers
We specifically do notwant to give any of our clients access to Zoho Projects, however we want to be able to add projects and track progress at a customer level.
Is it possible to create customer links to the CRM without giving them access or generating an email ?
Ideally I want to create a process in the CRM that when a Lead moves "in progress" a project is created for that customer - however will this automatically give them acess ?
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